Use cases

Fifty workflows real teams run every week — across industries, departments, and complexity levels. Each one composes the same five resources: Sources, Objects, Skills, Workflows, Agents.

50 workflows · 14 featured as the recommended first builds

Showing 5 of 50Clear filters
#01L1 — DraftingFeatured

Sales proposal decks from Zoom calls

Use meeting transcripts + CRM notes to draft proposal decks for a development agency.

Industry
Services
Dept
Sales
Sources
Zoom transcript, CRM notes
Output
Proposal deck draft
planned
#22L3 — Structured

Implementation plans from SOWs

Generate implementation plans from signed SOWs, kickoff notes, and requirements.

Industry
Services
Dept
Delivery
Sources
Contract, Kickoff transcript, Requirements doc
Output
Implementation plan
Typed plugins
planned
#31L4 — HITLFeatured

Outbound sales proposals with approval

Draft proposals from call transcripts, CRM, and pricing rules. Route to AE for approval.

Industry
Services
Dept
Sales
Sources
Zoom, CRM, Pricing sheet
Output
Proposal draft with approval step
Review + auditCross-interface
planned
#41L5 — OrchestrationFeatured

RFP response workflow

Turn RFPs into draft responses, assign owners, collect approvals, generate final package.

Industry
Services
Dept
Sales/Delivery
Sources
RFP files, Knowledge base, Resumes, Case studies
Output
Draft response + owner tasks + final package
Multi-stepReview + audit
planned
#45L5 — OrchestrationFeatured

Client intake → SOW

Convert intake into project scoping, risk flags, team recs, and first-draft SOW.

Industry
Services
Dept
Sales/Delivery
Sources
Discovery call, CRM, Templates, Staffing data
Output
Scope package + SOW draft
Multi-stepCross-interface
planned